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Arianna C Casto

Advisor at Thrivent Investment Management — Montrose, MI

Updated today

Credentials

Series 66

Experience

< 1 year

Location

Montrose, MI

Thrivent Investment Management logo

Thrivent Investment Management

Institution

Total advisors

3,164

Across 1,414 offices

Clients per advisor

39 Very Low

Avg AUM per client

$162,801 Very Low

HNW client ratio

14% Typical

About

Arianna Casto is a financial advisor with Thrivent Investment Management in Montrose, MI. She holds the Series 66 designation and has one year of industry experience. Her prior roles include positions at Hantz Financial Services, Great Lake Investment Advisors, and various educational institutions. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations across a broad range of financial topics. The firm’s approach integrates planning with managed-account programs through a consolidated billing option called “WealthPlan,” while keeping planning and investment management services distinct.

Client services

Based on Thrivent Investment Management

Financial planning Portfolio management

Expertise

Based on Thrivent Investment Management

Business ownership considerations

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Fee options

Commissions

Commissions and sales loads apply on recommended products such as mutual funds, insurance, and variable products; these fees are separate from Planning Fee.

Other

Minimum fee: Planning Fees range from a minimum of $600 to a maximum of $10,000 unless otherwise accepted by Thrivent. Minimum fees may be higher in certain circumstances. Fee-only: Planning Fee negotiated based on scope, complexity, advisor experience; ranges from $600 to $10,000.

Location

See office

Montrose, MI

Montrose MI

Advisors at this office

1

Most active in

District of Columbia · Michigan · Oklahoma · Texas

Work history

< 1 year of industry experience

Thrivent Financial

2026 - Present • 1 year

Appleton, WI

Thrivent Investment Management

2026 - Present • 1 year

Minneapolis, MN

Unemployed

2025 - 2026 • 1 year

Montrose, MI

Hantz Financial Services

2025 - 2025 • 1 year

Saginaw, MI

Thrivent: Katrina Kaschinske

2024 - 2024 • 1 year

Frankenmuth, MI

Great Lake Investment Advisors

2023 - 2024 • 1 year

Midland, MI

Northwood University

2023 - 2023 • 1 year

Midland, MI

Unemployed

2023 - 2023 • 1 year

Montrose, MI

The State Bank

2022 - 2023 • 1 year

Birch Run, MI

A&W Food Service

2021 - 2022 • 1 year

Birch Run, MI

Birch Run High School

2017 - 2021 • 4 years

Birch Run, MI

Unemployed

2017 - 2017 • 1 year

Montrose, MI

Marshall Greene Middle School

2014 - 2017 • 3 years

Birch Run, MI

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Ronald J

Series 63, Series 65

New Lothrup, MI

Faithful Steward Wealth Management, Inc.

Ronald Jaster is the principal of Faithful Steward Wealth Management, Inc., an independent firm based in New Lothrup, MI. He holds Series 63 and Series 65 licenses and has 21 years of industry experience. In addition to his advisory role, he serves as the treasurer for Maple Grove Township in Saginaw, MI. Faithful Steward Wealth Management serves individual investors and charitable clients with portfolio management, retirement account oversight, and recommendations of third-party investment advisers. The firm offers multiple investment platforms, including actively managed equity and options strategies, mutual fund/ETF portfolios, and a faith-based mutual fund option, utilizing both fundamental and technical analysis.

Active portfolio management Options & derivatives strategies ESG / Sustainable investing Real estate investing Religious/faith focused
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Timothy C

CFP®, ChFC®, Series 63, Series 65

Bridgeport, MI

Tim Crawford CPA

Timothy Crawford is a CFP® and ChFC® with 31 years of experience in the financial services industry. He is the principal of Tim Crawford CPA, an independent firm he has led since 2002. Prior to founding his firm, he worked for nine years at GWN Securities Inc. Outside of advisory work, he serves as president of TIM CRAWFORD, CPA, PC, which provides tax preparation and accounting services. Tim Crawford CPA is a CPA-based independent registered investment adviser serving individual, high-net-worth, corporate, and retirement plan clients. The firm combines accounting and insurance services with investment advisory work, referring clients to third-party managers and managing a broad investment universe without trading or holding custody of client assets.

Annuities Options & derivatives strategies Real estate investing
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Richard M

Series 63, Series 66

Frankenmuth, MI

Richmark Private Wealth Management

Richard Marotzke Jr. is a financial advisor with Richmark Private Wealth Management in Frankenmuth, MI, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. His work history includes roles at Berthel Fisher & Company Financial Services, Alta Holdings, and Michigan Valley Insurance Agency. He is also involved in providing alternative property and casualty insurance coverage for high-net-worth clients through Alta Holdings. Richmark Private Wealth Management serves individual clients, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm provides portfolio management, financial planning, and consulting services using a variety of investment approaches and offers both discretionary and non-discretionary account management.

Income planning College savings (529s, UTMA, etc.) General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Retirement income strategy
user avatar

Ronald H

Series 63, Series 65

Frankenmuth, MI

Richmark Private Wealth Management

Ronald Haller is a financial advisor at RichMark Private Wealth Management with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at USA Financial Securities Corporation. He is also involved in business coaching through The Alternative Board, a fellowship of entrepreneurs. RichMark Private Wealth Management serves individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other advisers by providing portfolio management, financial planning, and consulting services. The firm customizes strategies using various analysis methods and manages accounts both directly and through third-party platforms.

Income planning College savings (529s, UTMA, etc.) General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Retirement income strategy
user avatar

Zechariah M

Series 65

Frankenmuth, MI

Richmark Private Wealth Management

Zechariah Marotzke is a financial advisor at Richmark Private Wealth Management with one year of industry experience. He holds a Series 65 designation and has previously worked at Smile America, University Lutheran Chapel, Q3 Asset Management, and the University of Michigan. Richmark Private Wealth Management serves individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other advisers by offering portfolio management, financial planning, and consulting services. The firm customizes investment strategies using various analysis methods and manages accounts both directly and through sub-advisers.

Income planning College savings (529s, UTMA, etc.) General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Retirement income strategy
user avatar

Blaise Z

Series 65

Frankenmuth, MI

Richmark Private Wealth Management

Blaise Zimmer is a financial advisor at Richmark Private Wealth Management with six years of industry experience. He holds a Series 65 designation and has worked at Richmark Private Wealth Management since 2020 and Richmark Strategies, LLC dba Alpha One Strategies since 2026. Prior to his advisory career, he spent five years in education with Carrollton and Marquette Area Public Schools. Outside of advising, he owns a tree farm. Richmark Private Wealth Management serves individual clients, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm provides portfolio management, financial planning, and consulting services using a variety of investment approaches tailored to clients’ objectives and risk profiles.

Income planning College savings (529s, UTMA, etc.) General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Retirement income strategy
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